LUMMIS ASSET MANAGEMENT, L.P.
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 114357
- Registered since
- June 8, 2021
- Website
- www.lamcocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.59%
- Charitable Organizations10.19%
- Individuals2.22%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Lummis Asset Management, L.P. is a partnership-style registered adviser that began SEC registration in 2021. The firm serves individual and family clients as well as institutional investors, offering portfolio management for individuals and small businesses alongside periodic publications or newsletters. Its fee model combines a percentage-of-AUM charge with hourly billing. The adviser reports no active ESG program, does not operate as a multi-state adviser, and is neither a capital allocator nor a related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1MICHAEL WIMBERLEY
Chief Operations OfficerCRD 3070924
Contacts
1 of 1PALMER LUMMIS
General PartnerCRD 3144187
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$6.7M in ETFs
97%
$6.5M
1%
$220K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD PACIFIC STOCK INDEX FUND (VPL) | Vanguard | Passive | Diversified Pacific/Asia | $1.4M | 14,260 | 20.96% |
Location
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 301 Commerce St
- Time zone
- CT (UTC-6)
- Office locations
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